Key Client Fiduciary Advisors’s iShares Global Tech ETF IXN Stock Holding History

Key Client Fiduciary Advisors’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387K	Buy	2,682 +3	+0.1%	+$387	0.11%	151
2026 Q1	$268K	Hold	2,679	–	–	0.09%	173
2025 Q4	$281K	Buy	2,679 +19	+0.7%	+$2.01K	0.1%	164
2025 Q3	$275K	Hold	2,660	–	–	0.09%	174
2025 Q2	$246K	Sell	2,660 -480	-15%	-$38.9K	0.1%	170
2025 Q1	$238K	Hold	3,140	–	–	0.11%	166
2024 Q4	$266K	Buy	3,140 +152	+5%	+$12.8K	0.12%	158
2024 Q3	$247K	Buy	2,988 +365	+14%	+$29.5K	0.11%	170
2024 Q2	$217K	Buy	+2,623	New	+$200K	0.11%	168

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Key Client Fiduciary Advisors's IXN Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its iShares Global Tech ETF (IXN) stake by 0.11% in Q2 2026, buying an estimated $387 and bringing the position to 2,682 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #151.

Key Client Fiduciary Advisors first reported a position in IXN in Q2 2024 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Key Client Fiduciary Advisors held 2,682 shares of iShares Global Tech ETF worth $387K as of Q2 2026.
Key Client Fiduciary Advisors bought 3 iShares Global Tech ETF shares in Q2 2026, an estimated $387.
iShares Global Tech ETF made up 0.11% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #151 holding.
Key Client Fiduciary Advisors first reported a position in iShares Global Tech ETF in Q2 2024 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.